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Endurance Wealth Management’s D.R. Horton DHI Stock Holding History

Endurance Wealth Management’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-235
Closed -$8K – 507
2015
Q4 		$8K Hold
235
– – ﹤0.01% 420
2015
Q3 		$7K Hold
235
– – ﹤0.01% 428
2015
Q2 		$6K Buy
+235
New +$6.32K ﹤0.01% 439

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Endurance Wealth Management's DHI Position: Q1 2016 in Review

Endurance Wealth Management sold out of D.R. Horton (DHI) in Q1 2016, closing a stake of 235 shares — an estimated $8K sold.

Endurance Wealth Management first reported a position in DHI in Q2 2015 and held it in 3 quarters. The position peaked at $8K in Q4 2015. 491 funds tracked by Wall St. Rank hold DHI as of Q1 2016.

  • Endurance Wealth Management reported no remaining D.R. Horton position as of Q1 2016 after selling out during the quarter.
  • Endurance Wealth Management sold 235 D.R. Horton shares in Q1 2016, an estimated $8K.
  • Endurance Wealth Management first reported a position in D.R. Horton in Q2 2015 and held it in 3 quarters.
  • Endurance Wealth Management's D.R. Horton position peaked at $8K in Q4 2015.
  • 491 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2016.

Based on Endurance Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.